Kilter Group LLC More: the full row for Kilter Group LLC 780 $50.9K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 762 $49.9K <0.01% -16,010 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 750 $48.9K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 676 $44K 0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 667 $43.5K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 640 $41.8K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 575 $37.5K <0.01% +2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 549 $35.8K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 542 $35.4K <0.01% -3,268 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 500 $32.6K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 492 $32.1K <0.01% 0 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 458 $29.9K <0.01% -203 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 423 $27.6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 419 $27.3K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 400 $26.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 385 $25.1K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 360 $23.5K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 360 $23.5K 0.02% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 335 $21.9K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 322 $21K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 305 $19.9K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 305 $19.9K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 300 $19.6K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 267 $17.4K <0.01% -200 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 259 $16.9K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 257 $16.8K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 252 $16.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 229 $14.9K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 210 $13.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 204 $13.3K <0.01% -775 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $11.9K <0.01% -100 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $10.5K <0.01% -7 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 157 $10.2K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 150 $9.79K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $9.79K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 140 $9.13K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $8.16K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 101 $6.57K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 100 $6.53K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 98 $6.37K <0.01% -514 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 78 $5.09K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 74 $4.83K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $3.26K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $3.26K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 46 $3.03K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 42 $2.74K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 38 $2.48K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24 $1.57K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 23 $1.5K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18 $1.17K <0.01% -19 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 22 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 17 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 15 $979 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 15 $979 <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 13 $848 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $326 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $261 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 300 $196 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2 $131 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.